Thank you for your interest in our Go Paperless! initiative.
The Go Paperless! initiative was created to help simplify your life. It’s an example of the small improvements our team is always looking for – and we’re pleased that this one also helps the environment! We hope you’ll take advantage of this new feature, and, as always, we encourage you to give us a call with any comments or questions.
Change settings to “Paperless”
Go Paperless! in Investor360° by following these steps:
Log in to Investor360°®
Don’t have your Investor360°® Account yet? Simply give us a call at (919) 845-5315 or add your name and email to the form at the bottom of this page. We’re happy to help get you set up.
Select Settings in the upper right-hand corner.
Under Paperless Preferences, indicate the e-mail address NFS should use for sending notifications. That email address will receive a notification whenever an eligible account document is available for online viewing.
If there is a prefilled e-mail address, please verify that it is correct. If not, click in the Email Destination field and correct it.
If there is no e-mail address for the selected account holder, please enter one manually by clicking in the Email Destination field
If you don’t see an account listed under Paperless Preferences, then the account is likely owned by someone else. If that person wants to receive paperless documents, contact us to create an Investor360°® ID for him or her, and then the settings can be updated.
Check the box to indicate that you would like to receive e-notifications for all eligible account and document types (or select the specific files for which you would like to discontinue paper delivery.
Read and accept the disclaimer that appears, then click Save.
Are you a current client who would like access to any of these tools or would like help navigating these tools? Simply give us a call at (919) 845-5315 or add your name and email here, and we’ll get back to you as soon as possible.
If you’re not a current client but are interested in learning more about the tools and plans we offer, please consider giving us a call at (919) 845-5315 or scheduling a consultation.